GWM
CTO

Geneos Wealth Management’s CTO Realty Growth CTO Stock Holding History

Geneos Wealth Management’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-430
Closed -$8.3K – 3136
2025
Q1 		$8.3K Buy
+430
New +$8.34K ﹤0.01% 2627
2022
Q3 		– Sell
-231
Closed -$1K – 2130
2022
Q2 		$1K Hold
231
– – ﹤0.01% 2472
2022
Q1 		$5K Hold
231
– – ﹤0.01% 2316
2021
Q4 		$4K Hold
231
– – ﹤0.01% 2445
2021
Q3 		$4K Hold
231
– – ﹤0.01% 2494
2021
Q2 		$4K Hold
231
– – ﹤0.01% 2495
2021
Q1 		$4K Hold
231
– – ﹤0.01% 2705
2020
Q4 		$3K Buy
231
+10
+5% +$132 ﹤0.01% 2607
2020
Q3 		$2K Hold
221
– – ﹤0.01% 2396
2020
Q2 		$2K Buy
+221
New +$2.44K ﹤0.01% 2342

Other funds holding CTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $362M AUM 15.34% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return